video1.0<iframe src="https://www.loom.com/embed/a7da6ab14cc6415a8c955fd127643b5e" frameborder="0" width="1720" height="1290" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12901720Loomhttps://www.loom.com12901720https://cdn.loom.com/sessions/thumbnails/a7da6ab14cc6415a8c955fd127643b5e-b9bd1d6f25b04c4f.gif300.114This Loom explains how to quickly move from a term life insurance conversation to an online quote and application in a single workflow. It shows a sample for a 46-year-old male, non-smoker seeking $500,000 of coverage for 20 years, running through health and nicotine inputs and then comparing carrier options side by side, including more realistic premium positioning based on standard plus pricing rather than client self-assessments. The application process uses fewer screens than a traditional 40-page paper form, routes electronic signatures to submission, and allows scheduling a required exam during the application. It also notes tracking via BOSS and clarifies you do not need to be pre-appointed with a carrier to quote, with appointments handled in the background as the case moves forward.